Carol Scatolini  CFP®

Carol Scatolini CFP®

Senior Financial Advisor

Office: 413-596-9033
Mobile: 413-221-4159
Fax: 413-596-9088
E-mail:

Website: Visit my web site!

 

Carol Scatolini CFP® is a Senior Financial Advisor as well as the founder of Scatolini Wealth Management.  For nearly two decades Carol has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs.  With extensive experience throughout major shifts in the markets, Carol has dedicated her career to delivering the personalized investment planning services her clients deserve.

Carol began her career as a Financial Advisor with Merrill Lynch in Worcester where she developed her fundamental investment knowledge. In 2003, she earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2006 she relocated to the Springfield, MA location and remained there until 2011 when she established her independent company, Scatolini Wealth Management located at Post Office Park in Wilbraham, MA.

Carol's approach is investment planning centered with a focus on establishing a long term multi generational relationship with all of her clients.  She focuses on helping clients with all their complex and major life events such as retirement, divorce settlement, inheritance, and estate planning strategies. Each client receives personalized financial advice as well as a custom financial strategy tailored to their unique situation.  Special attention is given to diversification, asset allocation and risk management. Over the years Carol has worked with a cross section of clients including young and mature families, clients with significant inherited and earned wealth, business owners with specific needs and charitable organizations and foundations.  She also has focused on helping women investors develop their financial acumen and confidence through her investment planning process.

Carol grew up in Wilbraham, MA and graduated from Tufts University with a Bachelor of Science Degree in Psychology. After working as a counselor for 7 years she changed directions and earned her MBA from Northeastern University in 1986.  After Business School she went to work for Eastman Kodak Company in a variety of sales, marketing and marketing education positions. After spending time in Boston, New Hampshire and Rochester, NY, she returned to the Western MA area in 1993. She holds the Series 7,63,65 and 24 registrations. She is also licensed to sell life insurance, disability insurance, long term care insurance as well as fixed and variable annuity products.

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck